Salerno Capital Management, LLC (Mechanicsburg)

Name: Salerno Capital Management, LLC
Address: 1100 Bent Creek Boulevard, Mechanicsburg, PA, 17050
Telephone: 717-795-1077

Salerno Capital Management, LLC is a large advisory firm based in Mechanicsburg. It manages $113.23 million of regulatory assets for 62 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdictions of Delaware, New Jersey, New York, and Pennsylvania.

Salerno Capital Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Salerno Capital Management: assets under management

The assets under management (AUM) of Salerno Capital Management, LLC is $113.23 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $113.23 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.83 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Salerno Capital Management, LLC for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Salerno Capital Management, LLC

Michael E. Salerno has been acting as President since 1 Jul 2013. Llc Aua Family Office Management joined the executive team most recently as the Owner.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Michael E. Salerno	Chief compliance officer	1 Jul 2012	25% - 50%	4358255
Michael E. Salerno	President	1 Jul 2013	25% - 50%	4358255
Llc Aua Family Office Management	Owner	1 Jul 2013	50% - 75%	27-1121480

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Andrew Unanue	Owner	1 Oct 2008	75% - 100%	6239885

Based in Mechanicsburg

The principal office where Salerno Capital Management, LLC performs its advisory services is located at 1100 Bent Creek Boulevard, Mechanicsburg, PA 17050 The mailing address of the firm is 100 Bent Creek Boulevard, Mechanicsburg, PA 17050. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 717-795-1077 or by fax 717-795-6105. The normal business hours are 9-5 on Monday - Friday. You can find more information about the New York firm at www.auacapital.com.